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Fidelity Adviser Platform Adds Calamos Funds
Fidelity Investments now offers seven Calamos mutual funds on Fidelity Advisor 401(k), Fidelity's financial adviser-sold retirement platform.
Reported by Fred Schneyer
A news release said the platform averages 600 to 700 plans a year at an average size of $5 million to $7 million.
The seven funds on the platform are:
- Calamos Convertible Fund
- Calamos Global Growth & Income Fund
- Calamos Growth & Income Fund
- Calamos Growth Fund
- Calamos High Yield Fund
- Calamos International Growth
- Calamos Market Neutral Income.
“John Calamos started his firm in 1977,” said Bob Behan, senior vice president and head of National Accounts & Retirement Distribution at Calamos, in the news release. “The addition of the Calamos funds to the Fidelity platform gives advisers access to the experience and expertise of John and co-CIO Nick Calamos, as well as their entire investment team. Now more than ever, experience in both up and down market cycles is important.”